Customer Data Management
Centrally manage customer profiles, visit counts, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.
Customer data when a customer merges accounts
What happens to your store's customer data when a customer merges two ReceiptRoller accounts, and how to join two records of the same customer.
Purchase History by Customer (POS Integration)
Review each customer's 30 most recent receipts on the customer detail page in Customers (CRM). Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
Square Customer Data and Receipt Roller Customer Data Mapping
Explains how customers registered in Square Customer Directory are converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the given_name / family_name correspondence, address decomposition logic, and how reference_id is handled.
Smaregi Customer Data and Receipt Roller Customer Data Mapping
Explains how Smaregi's customer master is converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the membership number, name, contact info, and date-of-birth correspondence, the priority between mobile and landline numbers, and webhook-based sync timing.
What Is Reservation Management
An overview of ReceiptRoller's reservation management feature. Explains the basics of how staff register bookings, view the timeline, and send automatic notifications.
Store Help Index (Store DX, Digital Receipts, Reservation Management, Retail Media)
This is the ReceiptRoller store help index. It organizes every help article you need for store DX into three categories: customer touchpoints (store app platform, digital receipts, reservation management, retail media including media displays, coupons, CRM, social media management, and AI agent integration), store operations (store data, product management, e-commerce integration, OMS, WMS, shelf analytics, sales analytics, and staff), and account & extensions (getting started, roles and permissions, and the developer API).
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
Order Management (OMS) Overview
An overview of ReceiptRoller's OMS (order management system). It consolidates orders from multiple channels — Web, POS, B2B EC, Shopify, Amazon, and more — into a single view, tracking the full lifecycle from order to shipment to completion.
SNS Management Overview
An overview of ReceiptRoller's SNS Management feature. Manage post management across 10 supported channels, the Creative Library, AI support, a unified inbox, Google Business Profile integration, and an analytics dashboard all in one place.
Customer Marketing Distribution
Send messages to customer segments across multiple channels including LINE and push notifications. Review all channel activity in a unified inbox.
Smaregi x ReceiptRoller — Digital Receipts, Customer Management, and Sales Analysis in One App
Learn how ReceiptRoller Link connects with Smaregi checkouts to unify automatic digital receipt issuance, member management, sales analysis with AI advice, Apple/Google Wallet membership cards, SNS integration, and flyer distribution. Install "ReceiptRoller Link" from the Smaregi App Marketplace to get started today with no complicated API setup required.
Customer-Targeted Promotions
Group customers with a customer segment and offer coupons and specials to them through a push notification sent to that segment.
Warehouse Manager Role Permissions
Explains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).
Order Import and Unified Order Management
How to consolidate orders from multiple external EC platforms into OMS. Explains channel management, stock allocation, and shipping processing.
Location Management
An explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.
What Is Warehouse Management (WMS)?
An overview of ReceiptRoller's WMS (warehouse and stock management system). Manage stock across warehouses, backrooms, and sales floors by location, and record every receiving, shipping, and movement as an immutable log.
Shipment Management and Delivery Tracking
A guide to registering shipments and tracking deliveries in OMS. Covers registering the carrier and tracking number, updating shipment status, stock deduction via WMS integration, and using the delivery tracking URL.
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.
Reservation Notifications and Customer Reminders
Explains, with annotated screenshots, how to configure reservation confirmation emails, pre-visit reminders, cancellation notifications, email templates, placeholders, and preview.